Private Wealth Management, Inc.
Private Wealth Management, Inc. (CRD# 120823) is a financial advisory firm headquartered in Memphis, TN. They manage $741,236,598 in 594 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management741MILLION
Total Number of Accounts594ACCOUNTS
Average Account Value$1,247,873
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Joseph Horner (CRD# 1747094) is an Investment Advisor Representative working at Private Wealth Management, Inc. in Memphis, TN and has over 33 years of experience in the finance industry.
Scott Robbins (CRD# 4540655) is an Investment Advisor Representative working at Private Wealth Management, Inc. in Memphis, TN and has over 20 years of experience in the finance industry. Scott Robbins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.